Zapier & API

Connecting Pipeline to Zapier takes a few minutes. Deciding who holds that connection is the part worth slowing down for, because it reaches every transaction on your account. Introduction Most offices arrive at this question sideways. A vendor...

When a deal closes, the buyer and the seller should land in your CRM, your review platform, or your mailing list without anyone retyping them. Zapier does the carrying. The work is on either end of it. Introduction A transaction moving into you...

An SSO link that drops someone on the login page means Pipeline couldn't validate it. These are the usual reasons, in the order worth checking. The Timestamp Isn't Current Every SSO link carries a timestamp, and it has to be the actual time the...

The payouts your CDA already worked out can arrive in QuickBooks Online as bills the day a deal closes, instead of being keyed in again at month end. Introduction Every brokerage running commissions in Pipeline eventually notices it's typing th...

Put a Pipeline icon on your intranet and one click takes an agent straight into their account, already signed in. Your developer builds the link; we issue the keys and the test user. Introduction If your brokerage runs its own portal (an intran...

Pipeline's SSO is a signed-link API of our own design, issued as a secret key to a master admin. Answers to the common questions about standards support, keys, cost, and what happens to normal password logins. Does Paperless Pipeline support SAML...

Sign your people into Pipeline straight from your own portal, with no second password to type. What Pipeline offers is a signed-link API we built ourselves — not SAML, and not OAuth. Introduction If your brokerage runs its own intranet, dashboa...

The Zapier integration sends transaction data out of Pipeline when a transaction changes status, and a master admin owns the setup. Answers to the common questions about what it connects to, what it sends, what it costs, and what it can't do. Who...

Connect Pipeline to QuickBooks, your CRM, or a spreadsheet, and let a transaction changing status kick off whatever comes next. Introduction Something happens on a deal and three other systems need to know about it. A bill has to be drafted, a ...

Most Zapier trouble traces back to a handful of causes — a permission, the wrong Zapier app, or data that wasn't on the transaction yet. Here's how to tell them apart. I Can't Authorize the Connection Zapier authorization requires a master admi...